• Does your organization have an existing Pipedrive account?*

  • Go ahead and sign up for Pipedrive using this link.

  • Roughly how long has your organization been using Pipedrive?*
  • How would you describe your organization's level of expertise with Pipedrive?*
  • Do you have specific Pipedrive features you want to review or do you want to be taught organically throughout our working session?*
  • Which of the following features are you most interested in exploring? (We can usually cover ~5-7. They're roughly ordered from most-fundamental to most-advanced.)*
  • Which marketplace apps / integrations are you interested in exploring?
  • Do you currently have any automations / integrations configured?*
  • Where do you have automations configured? (Select all)
  • Would you like us to review your existing Zapier setup in advance of the Consultation?*
  • How would you describe your existing automations?
  • Would you like us to review your existing Pipedrive setup in advance of the Consultation? This will enable us to come to the meeting with recommendations for improvements and allow us to be logged into your account during your Consultation so we can make changes live.*
  • How would you like to give us Pipedrive access?*

  • To add us to your Pipedrive account, please:

    1. Login to Pipedrive and head to Manage Users
    2. Enter contact@opsdesigned.com into the text box
    3. Click "Preview"
    4. Click the check box next to contact@opsdesigned.com and in the pop-up:
      1. Check the box next to Account settings
      2. Under Deals, select Deals admin
      3. Under Global features, select Global admin
      4. Provide access to any other apps you'd like us to review (Campaigns, Projects, etc.)
    5.  Click the "Edit 1 user" button
    6.  Click "Invite 1 user"

  • Great, we'll email you after you submit this form to get login details.

  • Youtube
  • Ops Designed is a Pipedrive partner. Can we let Pipedrive know we're working with you?*

  • Click “Submit” below. Your responses will be recorded and reviewed prior to our Strategy Session.

  • Should be Empty: